Washington Mutual Investors Fund

AMERICAN FUNDS INSURANCE SERIES · Series S000008794

Equity fund · 97% stocks
$12.36B NAV
197 positions · as of 2026-06-30 · filed 2026-08-27
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q2

The funds investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.

Strategy · summarised

The fund invests primarily in common stocks of established companies listed on the New York Stock Exchange, selected from an Eligible List maintained by the investment adviser based on fundamental research and screened for strong earnings and dividend records. The fund seeks to deliver above-average yield relative to the S&P 500 Index while maintaining broad diversification across high-quality stocks. Multiple portfolio managers oversee separate segments of the portfolio, with securities held or sold based on the adviser's judgment of long-term value and income potential.

Expenses
0.25% 0.75%across 4 share classes
Share classGrossNet
C0000239240.40%0.25%
C0000239250.65%0.50%
C0001215100.90%0.75%
C0001762420.65%0.50%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 37.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.89%
of net assets
Stocks97.30%
Cash & short-term2.60%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 14 new8 exited

Largest new: MRK, ALPHABET INC ×2, CSCO, GLW, OKE, CMS, EQT

Exited: INVESCO - SHORT-TERM INVESTMENTS TRUST - GOVERNMENT AND AGENCY PORTFOLIO, CG, PEG, IDXX, ADBE, EL, BKR, ORCL

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+22.96%
3-year
+66.14%
5-year
+77.32%
Volatility
11.26%
Worst 3-yr fall
-6.25%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
BROADCOM INCAVGO6.41%$792.84M
MICROSOFT CORPMSFT3.94%$486.38M
PHILIP MORRIS INTERNATIONAL INCPM3.67%$453.98M
APPLE INCAAPL3.13%$386.48M
CAPITAL GROUP CENTRAL CASH FUNDCMQXX2.60%$321.02M
KLA CORPKLAC2.53%$312.72M
ELI LILLY AND COLLY2.05%$253.38M
WELLTOWER INCWELL1.75%$216.71M
ALPHABET INCGOOGL1.74%$215.55M
UNITEDHEALTH GROUP INCUNH1.68%$207.97M
Showing 10 of 197Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 29.51% of net assets, top 25 50.17%, across 190 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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